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Fund Intelligence | Best Managers | ACDRX Insights | ACDRX Score | ACDRX Performance | ACDRX Manager | ACDRX News | ACDRX Allocation | ACDRX Holdings Change

Mutual Fund Insights: AIM Capital Development R Fund (ACDRX)

In-depth Analysis of AIM Capital Development R Fund (ACDRX)

Mutual fund chart: AIM Capital Development R Fund (ACDRX)

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See AIM Capital Development R Fund (ACDRX) performance details as of February 28, 2010

  

    Last Trade: $14.20 on 3/19/2010, Change: -0.15 (-1.05%)
Experiment our closing price forecasting tool for AIM Capital Development R Fund (ACDRX) (alpha release)

  

Fund ManagerFund Manager - Brent J. Lium

Fund Manager Tenure: 1.6 years   [Similar Funds: ACDAX  ACDBX  ACDCX  ACDIX  ACDVX  ACDYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Brent J. Lium is a portfolio manager who has been responsible for the fund since 2008. Brent J. Lium has been associated with AIM and/or its affiliates since 2003.  Get more insights on Brent J. Lium

  

What we like about AIM Capital Development R Fund (ACDRX) What we like about AIM Capital Development R Fund (ACDRX)

Data for AIM Capital Development R Fund (ACDRX) as of February 28, 2010

  • AIM Capital Development R Fund (ACDRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • AIM Capital Development R Fund (ACDRX) has good short-term performance (1-year return 59.64% vs 58.17 % Mid-Cap Growth category average)
  • AIM Capital Development R Fund (ACDRX) has good mid-term performance (3-year return -7.39% vs -4.00 % Mid-Cap Growth category average)
  • AIM Capital Development R Fund (ACDRX) ratio of up-years vs down years is greater than 2
  • AIM Capital Development R Fund (ACDRX) has an annual stock turnover rate of 94.00% vs Mid-Cap Growth average of 140.76%. It is good that AIM Capital Development R management does not trade extensively for its return.

  

What we are cautious about AIM Capital Development R Fund (ACDRX) What we are cautious about AIM Capital Development R Fund (ACDRX)

Data for AIM Capital Development R Fund (ACDRX) as of February 28, 2010

  • AIM Capital Development R Fund (ACDRX) management has been with AIM Capital Development R Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Capital Development R Fund (ACDRX) has a less-than-ideal Long-term performance (5-year return 1.02% vs 2.06 % Mid-Cap Growth category average)
  • AIM Capital Development R Fund (ACDRX) has a Morningstar rating of 3 and below
  • AIM Capital Development R Fund (ACDRX) does not have a good risk adjusted return as its 3-year Alpha of -0.13 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.27
  • AIM Capital Development R Fund (ACDRX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.14 that is higher than category average of 23.95
  • AIM Capital Development R Fund (ACDRX) has a higher management fee of 1.69% than its Mid-Cap Growth average of 1.47%
  • Even though AIM Capital Development R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Capital Development R Fund (ACDRX) performance details as of February 28, 2010

  

  

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AIM Capital Development R Fund (ACDRX) Net Asset

Track net asset change of AIM Capital Development R fund (ACDRX)

DateNet Asset
02/2010$930.36M
01/2010$49.55M
11/2009$50.07M
More historic net asset information on AIM Capital Development R Fund (ACDRX)

  

AIM Capital Development R Fund (ACDRX) Portfolio Allocation

Track portfolio allocation change of AIM Capital Development R fund (ACDRX)

DateCashStockBondOther
09/20091.01%99%0%0%
06/20090.5%99.5%0%0%
03/20093.85%96.15%0%0%
Click here to see more historic asset allocation information on AIM Capital Development R Fund (ACDRX)

  

Most Recent Top 10 Holdings in AIM Capital Development R Fund (ACDRX)

Discover what AIM Capital Development R Fund (ACDRX) manager is buying

30-Sep-09
AFFILIATED MGRS GRP [1.66%]
Cognizant Technology Solutions [1.6%]
REPUBLIC SVCS INC [1.53%]
MCAFEE, INC [1.47%]
SOLERA HOLDINGS INC [1.46%]
CORR CP OF AM (NEW) [1.45%]
CONTINENTAL RESRCES [1.42%]
TD Ameritrade Holding Corporati [1.42%]
AMER TOWER CP [1.39%]
Check Point Software Technologi [1.39%]

30-Jun-09
AFFILIATED MGRS GRP [1.66%]
Cognizant Technology Solutions [1.6%]
REPUBLIC SVCS INC [1.53%]
MCAFEE, INC [1.47%]
SOLERA HOLDINGS INC [1.46%]
CORR CP OF AM (NEW) [1.45%]
CONTINENTAL RESRCES [1.42%]
TD Ameritrade Holding Corporati [1.42%]
AMER TOWER CP [1.39%]
Check Point Software Technologi [1.39%]

31-Mar-09
Heartland Express, Inc. [1.82%]
MCAFEE, INC [1.8%]
IHS INC [1.63%]
AMER TOWER CP [1.62%]
CROWN HOLDINGS INC [1.62%]
SOLERA HOLDINGS INC [1.58%]
Cognizant Technology Solutions [1.54%]
MORGAN STANLEY [1.52%]
AMPHENOL CP [1.52%]
I T T EDUCATION SVCS [1.48%]
Click here for Stock Holding Change Map in AIM Capital Development R Fund (ACDRX)

  

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